Purpose
The Discount Report provides a detailed, line-item view of all discounted services, products, and medications within a selected time period. It helps you track when and where discounts were applied, which clients and patients received them, and which staff members performed the associated services.
Filters
Filter | Description |
Time Period | Select from preset ranges (e.g., This Month, Last Quarter) or set custom dates. |
Discount Type | (Optional) Filter by a specific discount category, such as Employee, Referral, or Default Discount. |
After selecting filters, click View Report.
Report Columns
This report displays a single table combining invoice, client, patient, and product-level data. Each row represents an individual item or service with a discount applied.
Column | Description |
Date of Invoice | Date and time the invoice was created. |
Invoice # | Clickable link to open the invoice. |
Client Type | Lists defined client types. |
Client ID & Full Name | Identifies the pet owner receiving the discount. |
Discount Type | The category of the discount (e.g., Default Discount, Employee). |
Discount Note | Any notes entered when the discount was applied. |
Original Price | Price before the discount. |
Discount Percentage | Percentage value of the discount. |
Discount Amount | Dollar amount of the discount applied. |
Discounted Price | Final price after the discount. |
Patient ID, Name, Species, Breed | Full patient details associated with the invoice. |
Description | Specific product or service that was discounted. |
Product Type | Identifies if the item is a Product, Medication, Vaccine, etc. |
Product Category | Department or grouping for the item (e.g., Medication, Professional Services). |
Quantity | Number of items or services billed. |
Invoice Total | Total cost of the entire invoice, not just the discounted item. |
Production User | Staff member associated with delivering the product or service. |
Totals Row
At the bottom of the report, the totals row summarizes:
Total Original Price - Combined value of all items before discounts.
Total Discount Amount - Combined value of all discounts applied.
Total Discounted Price - Combined value after discounts.
Total Invoice Amount - Total of all invoices related to the discounted items.
Export Options
View Report - Generate the interactive report in Shepherd.
Download (PDF/CSV) - Export the full current report.
Table Specific CSV Download - Download only the current table for use in spreadsheet tools.
Tips for Use
Identify Patterns - Spot frequent or high-value discount recipients.
Audit Staff Discounts - Monitor discount usage by employees.
Track Category Trends - Watch for discounts in specific product or service categories.
Assess Impact - Evaluate the financial effect of discounts over time.
Link to Staff Production - Identify which staff members were associated with discounted services.
FAQs
Why is my report empty?
Ensure you’ve selected a valid time period and check that the Discount Type filter is not too restrictive.
Can I see only certain discount categories?
Yes, use the Discount Type filter to view only the categories you want.